Referral Program Software for D2D Sales Teams

Word-of-mouth is the highest-quality traffic you can get, but it rarely happens without a nudge.


Knockbase’s built-in referral program lets your customers share, you track every invite, and rewards flow automatically so referrals become a predictable, scalable acquisition channel.

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How referral programs works for field sales teams

Happy customers share your business with friends in one tap. Each referral is tracked, sent to your CRM, and instantly assigned to your reps. You follow up faster, close more deals, and reward the referrer creating a steady flow of high-trust, low-cost leads.

  • Invite Clients – Sync from your Knockbase CRM or upload your list.
  • They Track & Share – Clients follow their project and send referrals in seconds.
  • You Get Warm Leads – Every referral is logged, tracked, and ready for your sales team to close.

Core features of Referral App

Learning Management System 6

White-Labeled Referral App

  • Custom Branding: From the splash screen to the app icon, it’s 100% your look.
  • App Store Presence: Listed on iOS and Android under your company’s name.
  • Brand Colors & Logo Integration: Maintain consistency across all client touchpoints.
  • Increased Trust: A professional, branded app strengthens credibility and loyalty.

Put your brand front and center — not ours. With Knockbase’s white-label option, clients see your business name, colors, and logo everywhere.

Real-Time Project Tracking

  • Timeline View: Clearly displays each stage of the project with expected completion dates.
  • Automatic Updates: Clients get notified instantly when milestones are reached.
  • Photo & Document Sharing: Attach images, permits, and progress reports to project stages.
  • Transparent Communication: Builds trust by keeping customers in the loop 24/7.

No more “Any update?” calls. Clients stay informed without you lifting the phone. Knockbase’s real-time tracking shows them every step, from first knock to final inspection, right inside your branded portal.

Learning Management System 6
Learning Management System 7

One-Tap Referrals

  • Pre-Filled Messages: Removes friction by giving clients ready-to-send templates.
  • Custom Referral Links & QR Codes: Easy sharing online or in person.
  • Referral Source Tracking: Every lead is tagged with the original referrer.
  • Instant Notifications: Your team is alerted the moment a new referral is submitted.

Turn satisfied clients into your strongest sales channel. With just one tap, they can share your contact info via text, email, or WhatsApp — pre-filled and ready to send.

In-App Communication

  • Centralized Messaging: Eliminate scattered SMS, emails, and DMs.
  • File & Photo Attachments: Clients can send images, contracts, and forms directly.
  • Message History: Complete log of every interaction for easy reference.
  • Linked to Project Stages: Messages are tied to specific milestones for context.

Keep every conversation in one place so nothing gets lost. Clients can ask questions, send documents, and share updates all from inside the app.

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Learning Management System 10

Built-In Reward Tracking

  • Customizable Rewards: Offer cash, credits, discounts, or gift cards.
  • Automated Tracking: The system logs who referred, when, and what was earned.
  • Tiered Incentives: Motivate clients with bonus rewards for multiple referrals.
  • Secure Record Keeping: All referral data stored safely in your Knockbase account.

Rewarding referrals shouldn’t mean juggling spreadsheets. Knockbase automates the tracking so you can focus on closing deals.

Why the Referral Program Works Better for Field Teams

Challenge

Referrals are awkward to ask for

Leads get lost or forgotten

No visibility on top referrers

Manual reward tracking is messy

Inconsistent branding

Slow follow-up loses deals

Knockbase Digital Card Solution

One-tap sharing makes it effortless
Auto-tracked in your CRM

Real-time referral analytics

Automated payouts and logging

White-labeled referral app

Instant lead notifications to reps

​Use Cases Where It Delivers Results

Door-to-Door Sales Teams
Turn each closed deal into multiple leads by giving satisfied customers an easy way to refer neighbors while you’re still in the area.

Roofing & solar reps 
Leverage completed projects to spark referrals, one rooftop job can quickly become an entire street of warm prospects.

Home Service Contractors
From HVAC to pest control, use every finished job as a chance to collect referrals on-site and grow your repeat business.

Specialty Trade Crews 
Whether you install windows, cleaning pools, install siding, or gutters, happy customers can instantly share your details with friends and family.

Referral Program – Frequently Asked Questions

  • 1. What is the Knockbase Referral Program feature?

    Knockbase’s referral program lets your satisfied customers send you new leads with one tap. It’s built for field sales teams, so referrals are tracked automatically, logged in your CRM, and rewarded without manual work.

  • 2. How does a referral program work for door-to-door sales teams?

    When a rep closes a deal, they can invite the customer to join the referral program. That customer can then share your business with friends, family, or neighbors — and every lead is tracked in Knockbase so your reps can follow up fast.

  • 3. Why are referrals better than cold leads in field sales?

    Referrals are warm leads from trusted sources. They typically convert faster, negotiate less, and cost far less than leads generated from ads or cold knocking.

  • 4. Can I customize rewards for referrals?

    Yes. You can set cash rewards, service credits, discounts, or gift cards. Knockbase automatically tracks who referred, what they earned, and when rewards are due.

  • 5. Does Knockbase track which customer sent which lead?

    Absolutely. Every referral is linked to the original referrer so you can see who your top advocates are and reward them accordingly.

  • 6. What industries can use the Knockbase Referral Program?

    It’s built for solar, roofing, HVAC, pest control, telecom, lawn care, remodeling, and any business with a field sales team that thrives on word-of-mouth.

  • 7. How quickly will my reps see new referrals?

    Instantly. Knockbase sends real-time notifications so your team can follow up while the lead is still warm.

  • 8. Can the referral program help grow my business without extra ad spend?

    Yes. A referral program builds a steady, low-cost pipeline of high-quality leads by tapping into the trust your customers already have with their network.

  • 9. How is this different from manually asking for referrals?

    Instead of relying on reps to remember to ask, Knockbase makes referrals automatic and easy — so you capture more opportunities without extra effort.

  • 10. What is the white-labeled referral app?

    It’s a fully branded version of the Knockbase referral platform with your company’s name, logo, and colors. Your customers see only your brand — from the app icon to the welcome screen — available on both iOS and Android.

​Ready to Replace Paper with Purpose?

Stop losing leads to outdated cards. Upgrade to a digital card that captures contact info, tracks engagement, and integrates with your sales workflow—all from the Knockbase system you already trust.

Download Knockbase today to start gamifying your sales journey.

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